Save a view
Save your filters as a new private or org-wide view, or save them into a view you manage.
Last updated Nov 10, 2026
core
Save a set of filters as a view so you, your team or your whole organization can open it again in one click.
Save as a new view #
- Open any view and change its filters. See Filter the goals in a view.
- In the Goals header, click Save.
- Under Save as new view, choose Private (only visible to people you invite) or Public (shared with everyone in your org). Public is greyed out unless your role can publish views to the org (Owners and Admins by default).
Success check
A private view opens under My Views in the sidebar, with the share dialog open. A public view opens straight away and appears in every member's sidebar. The view you started from is unchanged.Save into the current view #
You manage your own custom views, and org-wide views if your role can publish views to the org. On one of those:
- Change the filters, then click Save in the Goals header.
- Choose Save to this view, at the top of the menu.
Success check
Brev shows "View updated", and Reset all and Save leave the Goals header.What a view keeps #
- Filters and time periods. A view saved without changing the period keeps following the current period.
- Not the layout or Show archived. Those are personal and never saved with the view.
To rename the new view, click its title.
Give feedback
Was this page helpful?
Related
- Filter the goals in a view
Filter a view by time period, team, owner, status, goal type or tag, then save the filters or reset them.
- Share a view
Share a custom view with people or teams so it appears in their sidebar under Shared with me.
- Views: the complete guide
Every rule for views in one place: filters, drafts, saving and sharing views, layouts, KPI cards, the AI summary, prompt recipes and dismissing versions.